Christopher
Popso

Meridian Wealth Advisors, LLC

CRD#6865686
Investment Advisor
in Austin, TX

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About this Advisor

Christopher Popso is a financial advisor working out of Austin, Texas with a total of 1 year of relevant experience. Popso is currently employed by Meridian Wealth Advisors, LLC. Throughout their career, they have worked at Sterling Advisors, A Division Of Bb&T Securities, Hsbc, Rider University, Concord Advisory Group LTD, New Jersey Economic Development Authority, Reliance Standard Life, Fernbrook Farms, Florence Township Schools, Blackrock, Blackrock Investments, LLC, Pacific Investment Management Company LLC and Meridian Wealth Advisors, LLC. Popso maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas. Meridian Wealth Advisors, LLC is a registered investment firm operating out of Austin, TX. It controls $1 billion in assets under management across its 1,298 accounts, making it one of the bigger firms in the country by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 1,298 client accounts, 66% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm performs a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees usually are based on which services the firm provides the client. Fee types billed by Meridian Wealth Advisors, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3600 North Capital Of Texas Highway Building B, Suite 150
Austin, TX 78746

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Meridian Wealth Advisors, LLC Brokerage Details

Total Assets Under Management

$1,061,409,432

TX Average: $3,042,739,679
Total Number of Employees

11

TX Average: 49
Total Number of Accounts

1,298

TX Average: 2,315
Average Account Size

$817,727

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Christopher Popso Work History

Christopher has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Meridian Wealth Advisors, LLC

2020 - 2022 (2 years)

Pacific Investment Management Company LLC

2018 - 2020 (2 years)

Blackrock

2018 - 2020 (2 years)

Blackrock Investments, LLC

2017 - 2018 (1 year)

Sterling Advisors, A Division Of Bb&T Securities

2017 - 2017 (< 1 year)

Hsbc

2016 - 2017 (1 year)

Concord Advisory Group LTD

2016 - 2016 (< 1 year)

New Jersey Economic Development Authority

2015 - 2015 (< 1 year)

Reliance Standard Life

2014 - 2017 (3 years)

Rider University

2014 - 2014 (< 1 year)

Fernbrook Farms

2007 - 2014 (7 years)

Florence Township Schools

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Popso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Meridian Wealth Advisors, LLC

Meagan Moll
Austin, TX
Brian Noonan
Austin, TX
Sophie Brooks-Ames
Austin, TX
Joshua Galatzan
Austin, TX
Christopher Popso
Austin, TX
Angela Cruz
Austin, TX
Kerwin Price
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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